See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,090 | $107,452-91.5% | $91,541-90.1% | $142,382-93.6% |
| Participation rate | 95.7% | 75.1%+20.6pp | 69.8%+25.9pp | 80.1%+15.5pp |
| Annual return | 21.23% | 22.06%-0.8pp | 20.50%+0.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,303 | $2,994-56.5% | $2,505-48.0% | $4,299-69.7% |
| Participant deferral / active EE | $3,676 | $4,754-22.7% | $4,008-8.3% | $6,507-43.5% |
| Admin fee / account holder | $216 | $8,834-97.6% | $6,956-96.9% | $12,624-98.3% |